There is an increasing trend toward people searching to find greater meaning in their lives and build a quality life. Financial DNA provides an expansive line of tools to aid financial advisors to facilitate this process.
Gradually, more and more people are having the courage to do it and not just talk about it. It can be difficult to understand the steps that need to be taken to find more meaning without a plan, and understanding where you are ‘now’ and what needs to be done to reach your goals. Financial advisors can aid clients in this self-discovery process, using the toolset that’s available in our Wealth Mentoring package.
Use the DNA Quality Life Discovery Process to uncover individual strengths and struggles in overall life and financial settings.
- Address the challenges that people have by helping to establish exactly what the goals are and understanding how to achieve these goals by managing behaviors.
- Uncover key drivers that, in addition to financial behaviors, are core to your life purpose and setting goals.
- Build a strong foundation for building a sustainable Quality Life.